Filed February 17, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $69,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,312 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,678 | $73,404-10.5% | $87,100-24.6% | $67,579-2.8% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.9%+10.8pp | 71.3%+16.4pp |
| Annual return | 18.69% | 48.29%-29.6pp | 28.19%-9.5pp | 378.56%-359.9pp |
| Employer contribution / active EE | $647 | $2,014-67.9% | $2,521-74.3% | $2,148-69.9% |
| Participant deferral / active EE | $1,912 | $3,913-51.1% | $4,049-52.8% | $3,539-46.0% |
| Admin fee / account holder | $165 | $142+16.8% | $7,497-97.8% | $142+16.3% |